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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
-18.41%
1 Year Est. Return
+23.69%
3 Year Est. Return
+58.47%
5 Year Est. Return
+69.86%
10 Year Est. Return
+300.85%
AUM
$1.41B
AUM Growth
+$523M
Cap. Flow
+$829M
Cap. Flow %
58.98%
Top 10 Hldgs %
62.98%
Holding
273
New
9
Increased
181
Reduced
77
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$813M
2
NOW icon
ServiceNow
NOW
+$2.61M
3
UNP icon
Union Pacific
UNP
+$1.34M
4
DG icon
Dollar General
DG
+$1.18M
5
ROST icon
Ross Stores
ROST
+$1.07M

Top Sells

Rank Stock Value
1
DLTR icon
Dollar Tree
DLTR
+$1.42M
2
MS icon
Morgan Stanley
MS
+$1.35M
3
F icon
Ford
F
+$1.18M
4
CCL icon
Carnival Corporation Ltd
CCL
+$1.03M
5
RGA icon
Reinsurance Group of America
RGA
+$961K

Sector Composition

Rank Sector Weight
1 Technology 10.97%
2 Healthcare 7.5%
3 Financials 6.39%
4 Consumer Discretionary 5.02%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TGT icon
101
Target
TGT
$68B
$1.95M 0.14%
20,997
+283
+1% +$31.4K
DUK icon
102
Duke Energy
DUK
$97.3B
$1.92M 0.14%
23,720
+319
+1% +$29.3K
ETN icon
103
Eaton
ETN
$174B
$1.92M 0.14%
24,680
-4,299
-15% -$394K
ROK icon
104
Rockwell Automation
ROK
$49B
$1.9M 0.14%
12,588
+1,194
+10% +$221K
BKNG icon
105
Booking.com
BKNG
$161B
$1.87M 0.13%
34,700
+450
+1% +$31.6K
IQV icon
106
IQVIA
IQV
$39.3B
$1.86M 0.13%
17,251
+270
+2% +$38.6K
UPS icon
107
United Parcel Service
UPS
$88.9B
$1.86M 0.13%
19,894
+268
+1% +$27.8K
PSA icon
108
Public Storage
PSA
$61.3B
$1.84M 0.13%
9,261
+125
+1% +$26.8K
RTN
109
DELISTED
Raytheon Company
RTN
$1.84M 0.13%
14,016
+187
+1% +$37K
SCHW
110
Charles Schwab
SCHW
$187B
$1.82M 0.13%
54,195
+729
+1% +$30.6K
AEP icon
111
American Electric Power
AEP
$68.4B
$1.74M 0.12%
21,744
+291
+1% +$27.5K
TMUS icon
112
T-Mobile US
TMUS
$190B
$1.73M 0.12%
20,664
+202
+1% +$17.1K
COP icon
113
ConocoPhillips
COP
$141B
$1.73M 0.12%
56,006
+3,742
+7% +$190K
ECL icon
114
Ecolab
ECL
$79.9B
$1.72M 0.12%
11,056
+1,894
+21% +$356K
HCA icon
115
HCA Healthcare
HCA
$89.5B
$1.72M 0.12%
19,177
+257
+1% +$33.3K
ATVI
116
DELISTED
Activision Blizzard
ATVI
$1.72M 0.12%
28,957
+285
+1% +$16.9K
PEG icon
117
Public Service Enterprise Group
PEG
$37.7B
$1.7M 0.12%
37,883
+510
+1% +$27.5K
CL icon
118
Colgate-Palmolive
CL
$74.4B
$1.7M 0.12%
25,592
+345
+1% +$24.3K
MKC icon
119
McCormick & Company Non-Voting
MKC
$14.2B
$1.67M 0.12%
23,588
-3,236
-12% -$251K
USB icon
120
US Bancorp
USB
$99.6B
$1.65M 0.12%
47,827
+643
+1% +$31K
GE icon
121
GE Aerospace
GE
$384B
$1.64M 0.12%
41,408
+193
+0.5% +$10.3K
CB icon
122
Chubb
CB
$135B
$1.64M 0.12%
14,663
-545
-4% -$78.2K
GIS icon
123
General Mills
GIS
$19.7B
$1.64M 0.12%
31,014
+303
+1% +$16K
EA
124
DELISTED
Electronic Arts
EA
$1.6M 0.11%
16,016
+157
+1% +$16.5K
PTC icon
125
PTC
PTC
$16B
$1.6M 0.11%
26,157
+2,356
+10% +$174K
3 4
5
6 7

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AI
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NCM
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IWM
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Sumitomo Life Insurance's Q1 2020 Portfolio in Review

As of Q1 2020, Sumitomo Life Insurance held 273 positions worth $1.41B, up 59% from $883M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Sumitomo Life Insurance deployed $829M of net new capital in Q1 2020, opening 9 new positions and adding to 181 existing holdings. Its largest new stake was ServiceNow: 41,770 shares worth $2.39M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Morgan Stanley, an estimated $1.35M trimmed.

  • Sumitomo Life Insurance's largest Q1 2020 buy was ServiceNow: 41,770 shares worth $2.39M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2020, an estimated $813M increase.
  • Sumitomo Life Insurance's biggest Q1 2020 reduction was Morgan Stanley, cutting an estimated $1.35M.
  • Sumitomo Life Insurance fully exited Dollar Tree in Q1 2020, selling an estimated $1.42M.
  • Sumitomo Life Insurance's ten largest holdings make up 63% of its $1.41B portfolio in Q1 2020.
  • Sumitomo Life Insurance opened 9 new positions and closed 5 in Q1 2020.
  • Sumitomo Life Insurance's portfolio value rose 59% quarter-over-quarter to $1.41B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2020, filed 1 May 2020.